Congress Asset Management’s Wells Fargo WFC Stock Holding History

Congress Asset Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,089	Closed	-$274K	–	359
2019 Q4	$274K	Buy	5,089 +48	+1%	+$2.51K	﹤0.01%	335
2019 Q3	$254K	Buy	5,041 +421	+9%	+$19.8K	﹤0.01%	337
2019 Q2	$219K	Sell	4,620 -705	-13%	-$33K	﹤0.01%	348
2019 Q1	$257K	Sell	5,325 -515	-9%	-$25.3K	﹤0.01%	342
2018 Q4	$269K	Hold	5,840	–	–	﹤0.01%	347
2018 Q3	$307K	Hold	5,840	–	–	﹤0.01%	349
2018 Q2	$324K	Hold	5,840	–	–	﹤0.01%	344
2018 Q1	$306K	Sell	5,840 -350	-6%	-$20.8K	﹤0.01%	361
2017 Q4	$376K	Sell	6,190 -400	-6%	-$22.6K	0.01%	353
2017 Q3	$363K	Buy	6,590 +147	+2%	+$7.81K	0.01%	365
2017 Q2	$357K	Sell	6,443 -163	-2%	-$8.73K	0.01%	237
2017 Q1	$368K	Sell	6,606 -150	-2%	-$8.51K	0.01%	234
2016 Q4	$372K	Sell	6,756 -1,721	-20%	-$86.5K	0.01%	234
2016 Q3	$375K	Sell	8,477 -20,582	-71%	-$985K	0.01%	201
2016 Q2	$1.38M	Sell	29,059 -4,966	-15%	-$242K	0.03%	183
2016 Q1	$1.65M	Sell	34,025 -3,898	-10%	-$191K	0.04%	172
2015 Q4	$2.06M	Sell	37,923 -365	-1%	-$19.8K	0.05%	172
2015 Q3	$1.97M	Sell	38,288 -2,450	-6%	-$135K	0.05%	167
2015 Q2	$2.29M	Sell	40,738 -2,828	-6%	-$158K	0.07%	171
2015 Q1	$2.37M	Sell	43,566 -1,490	-3%	-$80.5K	0.06%	169
2014 Q4	$2.47M	Sell	45,056 -1,547	-3%	-$81.9K	0.06%	165
2014 Q3	$2.42M	Sell	46,603 -3,880	-8%	-$200K	0.06%	158
2014 Q2	$2.65M	Sell	50,483 -656	-1%	-$33K	0.07%	158
2014 Q1	$2.54M	Sell	51,139 -8,850	-15%	-$412K	0.06%	157
2013 Q4	$2.72M	Buy	59,989 +535	+0.9%	+$23.1K	0.07%	153
2013 Q3	$2.46M	Sell	59,454 -17	-0%	-$726	0.07%	151
2013 Q2	$2.45M	Buy	+59,471	New	+$2.32M	0.07%	149

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Congress Asset Management's WFC Position: Q1 2020 in Review

Congress Asset Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,089 shares — an estimated $274K sold.

Congress Asset Management first reported a position in WFC in Q2 2013 and held it in 27 quarters. The position peaked at $2.72M in Q4 2013. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Congress Asset Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Congress Asset Management sold 5,089 Wells Fargo shares in Q1 2020, an estimated $274K.
Congress Asset Management first reported a position in Wells Fargo in Q2 2013 and held it in 27 quarters.
Congress Asset Management's Wells Fargo position peaked at $2.72M in Q4 2013.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Congress Asset Management's 13F filing for Q1 2020, filed 21 Apr 2020.